See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $337,143 | $157,256+114.4% | $141,162+138.8% | $152,861+120.6% |
| Participation rate | 90.5% | 84.8%+5.7pp | 82.5%+8.0pp | 82.4%+8.0pp |
| Annual return | 5.00% | 64.32%-59.3pp | 71.39%-66.4pp | 345.32%-340.3pp |
| Employer contribution / active EE | $7,568 | $5,261+43.9% | $4,735+59.8% | $4,762+58.9% |
| Participant deferral / active EE | $11,602 | $7,109+63.2% | $6,709+72.9% | $5,850+98.3% |
| Admin fee / account holder | $20,093 | $12,120+65.8% | $10,261+95.8% | $11,596+73.3% |